All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2023-10-26? to Fri 2025-08-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
BALI × |
+1.26%
2025-08-01 |
1.324 TRR
2025-08-01 |
||||
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
−1.10%
2025-08-01 |
1.345 TRR
2025-08-01 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
GPIQ × |
+4.23%
2025-08-01 |
1.445 TRR
2025-08-01 |
||||
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Thu 2023-10-26? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
BALI × |
+35.93%
+18.98%/yr |
+12.94%/yr
(R2=0.674) |
||||
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
+36.75%
+19.39%/yr |
+12.54%/yr
(R2=0.646) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
GPIQ × |
+44.47%
+23.16%/yr |
+14.72%/yr
(R2=0.711) |
||||
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Thu 2023-10-26? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
BALI × |
$10,000.00
2023-10-26 |
$13,592.90
2025-08-01 |
||||
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
$10,000.00
2023-10-26 |
$13,674.71
2025-08-01 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
GPIQ × |
$10,000.00
2023-10-26 |
$14,447.05
2025-08-01 |
||||
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Year | BALI | JEPQ | GPIQ |
---|---|---|---|
2025 (YTD) | +1.26% | −1.10% | +4.23% |
2024 | +18.97% | +21.40% | +19.77% |
2023 | +9.89% | +31.86% | +15.72% |
2022 | — | −15.05% | — |
Thu 2023-10-26? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
BALI × | −2.96% |
−17.84%
2025-04-08 |
||||
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
JEPQ × | −4.54% |
−20.44%
2025-04-08 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
GPIQ × | −2.84% |
−21.41%
2025-04-08 |
||||
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||